Pivot tables, as is the case with many Excel features, have nuances that can trip up the unaware user, so David explains some traps and shares tricks to help ensure the reports you create are accurate.ĭavid demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. Pivot tables empower users to easily create reports from complex data simply by using their mouse. Ringstrom, CPA, teaches the basics of using Excel pivot tables in this beneficial webcast. I am the lead author for the Idiot's Guide Introductory Accounting book. Excel expert David H. I serve as the technical editor for several books in Wiley's Dummies series, including QuickBooks for Dummies, Quicken for Dummies, Peachtree for Dummies, and more.
I've published hundreds of freelance articles on various topics, including Lotus 1-2-3, Quattro Pro, Microsoft Excel, Microsoft Office Accounting, QuickBooks, Peachtree Accounting, and more. I am available for in-house training or select conference engagements as well. I teach around 175 live webinars annually on Microsoft Excel across roughly two-dozen training providers. Perimeter Chapter, Georgia Society of CPAs.Atlanta chapter, American Society of Women CPAs.Georgia Government Finance Officers Association.National Association of Certified Valuators and Analysts.I have spoken at conferences or meetings for these organizations: Our services include training, technical support, accounting automation, and problem solving.
I own an Atlanta-based training and consulting firm that helps businesses nationwide streamline accounting challenges.
Determining which refresh commands in Excel update a single pivot table versus all pivot tables in a workbook.Contrasting sorting data within worksheets to the nuances of sorting data within pivot tables.Employing pivot tables to count the number of times an item appears in a list.Repositioning or removing subtotals within pivot tables.
Practitioners who may benefit from learning how to use Excel pivot tables to easily create accurate reports. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.
Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Office 365 is a subscription-based product that provides new-feature updates as often as monthly. David also provides an Excel workbook that includes most of the examples he uses during the webcast. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. Of course, when it comes to Excel there can be nuances that complicate things, which David bring these to your attention so that you can work effectively with pivot tables.ĭavid demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. As you’ll see, pivot tables are an easy to use report-writing tool that instantly summarize lists of data with just a few actions with your mouse. Ringstrom, CPA, helps you uncover the feature that Microsoft reports 80% of Excel users have yet to try. In this session Excel expert David H.